Advisian Business Process - MAIN

WIN THE PROJECT FRAME THE PROJECT EXECUTE THE PROJECT

+ + +

SUPPORT OUR ADVISIAN PROJECTS AND BUSINESS

+

To Project Size To WorleyParsons To Knowledge Systems

Definitions Group EMS and Information

Page 1
AVB-0001-COR-EN
Revision 2, 20-April-18
Define Project Size

Is this a consulting No
project?

Start To WorleyParsons
Pursuit Process
Yes

Apply management of
Is the work Confirm no changes Ensure deliverables and
Register in CRMT/ Set up new WBS in GBS/ change and
covered by a MSA* or Yes required to MSA Risk Work won? Yes schedule clear in
Opportunity Database Finance System performance monitoring
equivalent? Classification proposal documentation
as per MSA governance

No
CRMT/ GBS/
Advisian
AdvisianRisk
Risk Opportunity Finance
Classification
Classification Database System
Form
Form
Close during periodic
Raise invoices to client
MSA project closure (six
No End and collect payment
monthly recommended)
End

Define consulting
WIN THE PROJECT FRAME THE PROJECT EXECUTE THE PROJECT
project size

SMALL
+ + +

Less than USD 2M

WIN THE PROJECT FRAME THE PROJECT EXECUTE THE PROJECT
+ + +

MEDIUM
USD 2M to USD 30M
Development Pending

WIN THE PROJECT FRAME THE PROJECT EXECUTE THE PROJECT

LARGE
+ + +

Greater than USD 30M

Return to Advisian To Support Our Projects Page 2
Main and Business AVB-0001-COR-EN
* Master Services Agreement Revision 2, 20-April-18
Win the Project – Small Project

Assign Proposal
Understand market, Register opportunity in Determine project risk
Is this a small Decide Bid/ Manager and resources.
identify clients and CRMT/Opportunity classification and record
consulting project Yes No Bid in line with Bid Charge activities to
opportunities or receive Database and specify in CRMT/ Opportunity
(<$2m)? Delegation Advisian general
Proposal request custodian Database
proposals number
Start
No No Bid DoA
DoAMatrix
Matrix--
CRMT/ CRMT/
CRMT Advisian
Advisian
Opportunity CRMTData
Data Opportunity Advisian
Management AdvisianRisk
Risk
Database Management Database Classification
Standard Classification
Standard Form
Form Update CRMT/
Opportunity Database to
To Project Definitions
“withdrawn”

CRMT/
Opportunity
Database

Implement Review proposal

Gather proposal Determine Personal confidentiality submission (technical,
Consider Workshare and Prepare an ‘as sold’
information (technical Data Protection requirements and Develop proposal commercial and legal) in
scope for GDC commercial position
and commercial) Requirements consult with legal if line with Delegation of
necessary Authority

Legal
LegalRequests
Requests DoA
DoAMatrix
Matrix--
for
forCA
CA Advisian
Advisian
Standard
Standard Advisian Brand Central
Refer to DPO BPM To Workshare
(Proposal Templates)

Submit proposal and Re-engage with client (if Finalise contract, update Risk Update CRMT with won/
update CRMT/ permitted) and respond Classification Form and complete lost and ‘as sold’
Project won? Yes
Opportunity Database to any client Contract Sign Off Checklist and position. Conduct
with “submitted” clarifications upload contract to ProCon internal debrief
To Frame the
No
Project (Small)
CRMT/ ProCOn
CRMT/
Opportunity Special
SpecialRisks
Risks Contract
ContractSign
Sign Opportunity
Database Standard
Standard–– Off
OffChecklist
Checklist Database
Advisian
Advisianandand (Advisian and
(Advisian and
Request debrief from Services
Services Services)
Services)
client

Return to Advisian To Support Our Projects Page 3

Main and Business AVB-0001-COR-EN
Revision 2, 20-April-18
Frame the Project – Small Project

Assign key project team Handover meeting Complete New Project

Set up project
Is this a small members and obtain between Proposal Information Sheet and
Yes sharepoint and/ or
consulting project? input from mobility and Manager and Project set up in GBS/ Finance
folders
R3 as required Manager (as required) System
Start
No Handover and update (if required):
- As bid and as sold information GBS/
Finance New
NewProject
Project
- Proposal and clarifications System Information
Information
- Signed contract or LOI Sheet
Sheet(NPIS)
(NPIS)
- Risk Classification Form
To Project Definitions To People - Contract Sign Off Checklist
To Project R3
Management

Address actions from

Risk Classification Form.
Set up invoicing Are there field Develop Project
Document project risks, No
arrangements activities? Execution Plan **
and workshop if
required To Execute the
Project (Small)
Yes
Risk PEP
PEPand
andBOD
BOD
Risk
Management Template
Template
Management
Standard Small
SmallProjects
Projects
Standard
Refer to HSE and R3
requirements
** Projects <200k and low risk may use the
proposal documentation or contract instead
of a Project Execution Plan provided the
proposal is adequately defined with scope,
deliverable, schedule and cost.
To Project HSE Management
(Small Project HSE)

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Main and Business AVB-0001-COR-EN
Revision 2, 20-April-18
Execute the Project – Small Project

Finalise PEP, kick off Execute project

project and activities and complete Apply change
Is this a small Set up project in Ecosys/ Manage risks and
Yes communicate plan to deliverables as per Plan management process
consulting project? Project Controls System leverage opportunities
team (hold formal and HSE & R3 for deviations from PEP
Start meeting if necessary) requirements
No
EcoSys/
Project PEP
PEPand
andBOD
BOD Document
Document Management
Management
Controls Template
Template Numbering
Numbering of
ofProject
Project
System Small Projects
Small Projects Standard
Standard Change
ChangeForm
Form
(Small
(SmallProject)
Project)
To Project
Definitions

Monitor project
performance and report
Raise invoices to client Check and approve Issue deliverables to
progress against project Close the project
and collect payment deliverables client
objectives, KPIs and
project status End

Small
SmallProject
Project Quality
QualityReview
Review Small
SmallProjects
Projects
Portfolio
Portfolio Standard
Standard Close
CloseOut
Out
Report
Report Form
Form

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Main and Business AVB-0001-COR-EN
Revision 2, 20-April-18
Win the Project – Medium Project
Start

Understand market, Register opportunity in Determine project risk Determine if there is a Assign Proposal Develop pursuit
identify clients and CRMT/Opportunity Is this a medium classification and record conflict of interest and Manager and identify strategy/ schedule and Consider workshare and
Yes
opportunities or receive Database and specify consulting project? in CRMT/ opportunity consult with legal if leads to provide input to consider partnering scope for GDC
proposal request custodian database necessary pursuit strategy requirements
No
CRMT/ CRMT/
Opportunity CRMT
CRMTData
Data Opportunity Risk Special
Management Risk SpecialRisks
Risks
Database Management Database Classification
Classification Standard
Standard––
Standard
Standard
To Project
Form
Form Advisian
Advisianandand To Workshare
Definitions Services
Services

Define client issues and Complete New Project

Develop commercial Schedule targeted Update pursuit Engage commercial Determine
develop our approach to Decide Bid/ Information Sheet and Set up proposal
strategy (determine engagement with client strategy and legal and Personal Data
issues. Develop No Bid in line with Yes generate proposal sharepoint and
client cost model and (if permitted) and record And re-engage with gather proposal Protection
features/ benefits/ Delegation number. Update CRMT folders
budget) outcomes in CRMT client (if permitted) information Requirements
proofs/ win themes to ‘in preparation’
No DoA
DoAMatrix
Matrix--
CRMT/ Advisian
Advisian CRMT/
Opportunity New
Opportunity NewProject
Project
Database Information Refer to DPO BPM
Update CRMT/ Database Information
CRMT/ Sheet
Sheet(NPIS)
(NPIS)
Opportunity Opportunity Database to
Database “withdrawn” Advisian Brand Central
(Proposal Templates)

Assign proposal support Conduct proposal

Implement Develop proposal
resources and subject Conduct risk strategy review to Determine labour and
confidentiality Develop project strategy and prepare an
matter experts and management as per Risk confirm all client Develop proposal non labour cost
requirements. Consult execution strategy ‘as sold’ commercial
conduct pursuit kick off Classification Form requirements are estimate
with legal if necessary position
meeting addressed

Legal
LegalRequests
Requests Commercial
Commercial Proposal
Proposal Weekly
Weekly
for
forCA
CA Proposal
Proposal Preparation
Preparation Project
Project
Standard
Standard Checklist
Checklist Checklist
Checklist Cash
Cashflow
flow
Model
Finalise contract, update Internal proposal debrief
No Model
Risk Classification Form and update CRMT/
Yes and Contract Sign Off Opportunity Database
Review proposal Checklist and upload with ‘won’ or ‘lost’ and
Re-engage with client (if contract to ProCon record lessons learned
submission (technical,
Complete Contract Sign Proposal approved permitted) and respond
commercial and legal) in Yes Submit Proposal Project won?
Off Checklist (CSOC) for submission? to any client
line with Delegation of
clarifications ProCOn CRMT/
Authority Contract
ContractSign
Sign Opportunity Pursuit
Risk
Risk Pursuit
Off
OffChecklist
Checklist Classification Database Lessons
No (Advisian Classification LessonsLearnt
Learnt
(Advisianand
and Form
Form
Services)
Services))
Contract
ContractSign
Sign DoA
Off DoAMatrix
Matrix-- To Frame the
OffChecklist
Checklist Advisian
Advisian
(Advisian
(Advisianand
and Project (Medium)
Services)
Services)
Request debrief from
Client Page 6
Return to Advisian To Support Our Projects AVB-0001-COR-EN
Main and Business Revision 2, 20-April-18
Frame the Project – Medium Project

Assign key project team Handover meeting Complete New Project

Is this a medium members and obtain between Proposal Information Sheet and Set up project Set up invoicing
Yes
consulting project? input from mobility and Manager and Project set up in GBS/ Finance sharepoint or folders arrangements
Start R3 as required Manager System

No Handover:
- As bid and as sold information GBS/
- Proposal and clarifications Finance New
NewProject
Project
System Information
Information
- Signed contract or LOI Sheet
Sheet(NPIS)
(NPIS)
To People - Risk Classification Form
To Project Definitions To Project R3
Management - Contract Sign Off Checklist

Hold project framing Address mandatory

Conduct client/ project
kick off meeting. Review actions from Risk Develop project Establish project
Are there field team alignment and Establish project
and communicate Classification Form (RCF) No objectives, key success governance and
activities? agree reporting Delegation of Authority
contract T&C to project and document project factors and KPIs reporting requirements
requirements with client
team risks and opportunities
Yes

Kick
Kickoff
off
Meeting
Meeting Risk
Risk
Procedure
Procedure Management
Management Refer to HSE and R3
Standard
Standard requirements

To Project HSE
Management

Review and
Plan resource needs and Confirm all contractual
Schedule project communicate PEP
Review lessons learnt identify and plan project Develop Project and regulatory
reviews for execution (technical and
from previous projects specific training Execution Plan (PEP) requirements are
phase commercial scope) to
requirements addressed in PEP
project team
To Execute the
Project (Medium)
To Knowledge Systems
and Lessons Learnt

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Main and Business AVB-0001-COR-EN
Revision 2, 20-April-18
Execute the Project – Medium Project

Hold project execution

Confirm ‘as sold’ pricing
Is this a medium kick-off meeting and Commence project
Yes and set up project in Manage risks and Finalise Project
consulting project? communicate project activities / deliverables
Ecosys/Project Controls leverage opportunities Execution Plan (PEP)
priorities and relevant as per Plan
System
Start details of PEP
No
EcoSys/
Project Document
Document
Controls Numbering
Numbering
System Standard
Standard
To Project
Definitions

Commence project Monitor project

governance performance and report Apply management of Commence project MANAGE PROJECT
Conduct Project Start Up
requirements, including progress against project change process for reporting and review COMMERCIALS
Milestone Review
Project Review Meetings objectives, KPIs and changes/deviations meetings with client
(internal) project
p status
+

EcoSys/
Project
Controls
System

Confirm all contractual

Conduct Project requirements met.
Check and approve Issue deliverables to Confirm financial project
Progress Milestone Conduct Project Close
deliverables client closure
Review per plan out Milestone Review
per plan End

Quality
QualityReview
Review Project
ProjectClose-
Close-
Standard
Standard Out
OutForm
Form

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Main and Business AVB-0001-COR-EN
Revision 2, 20-April-18
Project Commercial Management
(Medium & Large Consulting Projects)

Review & approve Review & approve

Establish Project Establish/Update Project Confirm customer credit Review Work-in-
invoices as per invoice invoices as per invoice
Invoicing Schedule Cash Flow Statement check is current Progress weekly
schedule schedule
Start

Weekly
Weekly Credit
Credit
Project
Project Management
Management
Cash
Cashflow
flow Standard
Standard
Model
Model
Refer to the WorleyParsons
Commercial Management
Process for more information

Assess impact of project Confirm final WIP,

Monitor outstanding WIP and Debtors Approve WIP/ Accounts
changes on project Invoices, collections &
invoices and cash balance in line Yes Receivable write-offs in
With DoA (s19)? commercial write-offs prior to
collections weekly line with DoA
performance project close
Execute the
Project
No

Seek approval to
continue provision of
services

Continuation
Continuation
of
ofServices
Services
form
form

Return to Advisian To Support Our Projects Page 9

Main and Business AVB-0001-COR-EN
Revision 2, 20-April-18
Support Our Projects and Business

ENGINEERING LEGAL AND

AND SCIENCE CUSTOMER KNOWLEDGE PROCUREMENT
CONTRACT
MANAGEMENT ENGAGEMENT MANAGEMENT AND CONTRACTS
MANAGEMENT

Engineering Commercial Customer Knowledge Project

Management Legal Engagement Management Procurement

Science Contracts
Management Management

DELIVERY PROCESSES
LEADERSHIP AND STRATEGY
ASSURANCE FINANCE GLOBAL SERVICES
GOVERNANCE DEVELOPMENT

Corporate Accounting Corporate Strategy

Communications * Development
Responsibility Transactions Procurement
EMS Corporate
Payroll * Information
Management Governance MARKETING
Management (iM)
HSE Corporate Property
Management Management of Leasing Travel
Change * Advisian Brand
Quality Statutory Central
Management Delegations Reporting

SUPPORT PROCESSES
LEGAL AND
R3 PEOPLE
Operational Treasury CONTRACT
Management MANAGEMENT
Policies MANAGEMENT
Risk
Management Corporate People
*
Legal Management

* Currently links to WorleyParsons Group EMS. Advisian specific

processes are under development and will be linked when available.

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Main AVB-0001-COR-EN
Revision 2, 20-April-18